Tesla – Page 2346 – I wish I had more to offer

The risks and rewards of mobility subsidies

The most direct way to get people to use clean transport would be to make it free, but can we afford to? Can we afford not to? The scientific consensus is that to avoid the climate crisis, the world must wean itself off fossil fuels. In concert, it is our governments’ responsibility to incentivize and… Continue reading The risks and rewards of mobility subsidies

See The Tesla Cybertruck In Every Color Imaginable: Even Pink, Coral

Who wants a pink, coral or purple Cybertruck? Forget stainless steel. Here you can see the Tesla Cybertruck in hues like green, white, black, blue and even pink. Just imagine a pink pickup truck. More Cybertruck Info In stainless steel, the Tesla Cybertruck presents itself with a bold, new outward appearance. For some, this look has gone… Continue reading See The Tesla Cybertruck In Every Color Imaginable: Even Pink, Coral

Quarterly Plug-In EV Sales Scorecard

We’ll be reporting 2019 Q4 EV Sales beginning Thursday, January 2 and/or Friday, January 3, and continuing throughout the following week. However, it’s important to note that there will still be some missing data since many automakers refuse to report EV sales. Nonetheless, stay tuned in the coming days as we’ll be beginning to add automaker reported… Continue reading Quarterly Plug-In EV Sales Scorecard

Powering The EV Revolution — Battery Packs Now At $156/kWh, 13% Lower Than 2018, Finds BNEF

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Published on December 4th, 2019 |

by Dr. Maximilian Holland

Powering The EV Revolution — Battery Packs Now At $156/kWh, 13% Lower Than 2018, Finds BNEF

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December 4th, 2019 by Dr. Maximilian Holland

Bloomberg New Energy Finance (BNEF) has released the results of its 2019 Battery Price Survey, finding that industry-weighted average battery pack prices have already fallen to $156 per kWh. This is over 13% lower than the 2018 average ($180/kWh, when adjusted for inflation), and BNEF foresees cost reductions continuing, with $100/kWh potentially being reached by 2023. Let’s dive in.

The cell/pack split ratios in my above graphic are derived from BNEF’s 2018 data, with prices updated to 2019. Here’s the original 2019 pricing data as tweeted by BNEF (click on graphic to see the full animated graph):

Note that BNEF’s pricing data is based on the industry volume-weighted average, and is not intended to be representative of cost leaders such as Tesla/Panasonic, CATL, and others. Our understanding is that Tesla is already somewhere below $100/kWh at the cell level, and likely below $140/kWh at the pack level. Volkswagen has hinted that its cell prices (likely supplied by CATL, based on NCM 811 chemistry) are also below the $100/kWh level.

BNEF projects that the overall industry’s cost reductions will continue, with $100/kWh at the pack level likely to be reached by around 2023, as stated in the above tweet. This is the point at which mass market electric vehicles (BEVs) are expected to reach sticker price parity with “equivalent” combustion vehicles, whilst larger vehicle classes and premium vehicles have already passed parity in several cases. All BEVs are typically already more affordable than combustion vehicles on a total-cost-of-ownership basis, due to substantial lifetime savings on fuel and maintenance costs.

Near-Term EV Battery Trends
There’s some debate over whether the ongoing reduction in the cobalt content of battery cathodes, and the corresponding increase in nickel content (in the popular NCM 811 and NCA cathode batteries) will lead to a nickel price squeeze in the medium term, if nickel supply doesn’t grow with this fast emerging demand. Currently, a BEV with a decent-sized 55 kWh battery (e.g., the Tesla Model 3 SR Plus) may contain between 40 and 60 kg of nickel (depending on exact chemistry), with smaller-battery PHEVs containing less than half of that. Call it 38 kg per EV on average.

Tesla Model 3. Image Courtesy: Tesla

At an EV market share of 2.5% this year or early next (around 2.25 million new EVs per year), this approximates to around 85,000 metric tons of nickel demand for EV batteries, of the annual total nickel supply of around 2.3 million tons. Only around 60% of the global supply (roughly 1.4 million tons) is Class 1 nickel, suitable for use in batteries.

As EV market share approaches 10% in the coming few years, with the same high-nickel cathode chemistries, this will require 340,000 tons, some 25% of 2018–2019 global total Class 1 nickel supply. This level may be manageable, but if NCA and NCM batteries are going to take us towards 20% EV market share and beyond, then continually increasing total nickel supply will obviously be necessary. Emerging battery technologies like metal anodes (likely lithium-rich) will make existing NCA and NMC (and most other) battery cathodes go further for the same amount of raw materials, as will solid-state and semi-solid electrolytes. These technologies are already well established in the development pipeline.

Meanwhile, the venerable lithium-iron-phosphate (“LFP”) chemistries are not standing still. Battery makers are expecting LFP to remain a central pillar in the coming years, especially for the China market, with energy densities reaching beyond 200 Wh/kg at the cell level by 2020 (e.g., BYD, CATL, and BJEV). The cathode materials in LFP (iron, phosphate, oxygen, lithium, and sometimes manganese) are highly abundant and have global supply volumes well beyond the needs of even a 100% EV market share.

Volkswagen has also recently indicated that it will look to use next-generation LFP batteries in the large volume of China-market BEVs it is planning to build in the coming years.

In summary, nickel will likely be able to ramp up to meet the growing demands for NMC 811 and NCA batteries. If there is a nickel supply bottleneck, elevated nickel prices will encourage more market entrants on the supply side. In the unlikely event that further battery price reductions for NCA and NCM chemistries are permanently curtailed by high cobalt and nickel material prices, there are several other already existing chemistries and approaches able to carry the baton forwards. LFP chemistries in particular are still strongly improving their energy and cost performance, and are largely invulnerable to raw material pricing issues.

Fossil-Backed EV FUD Still Abounds
On a related note, MIT’s “Energy Initiative” group recently published a FUD-laden “Insights into Future Mobility” report (sponsored by an array of fossil fuel companies, including ExxonMobil, Shell, BP, Chevron, Aramco, Equinor, GM, & Toyota).

One of its central theses is that “the price of lithium-ion battery packs is likely to drop by almost 50% between 2018 and 2030, reaching $124 per kilowatt-hour.” (MIT report, page xvi).

The report concludes from this that, “our cost analysis indicates that a mid-sized battery electric vehicle with a range of 200-plus miles will likely remain upwards of $5,000 more expensive to manufacture than a similar internal combustion vehicle through 2030.” (MIT report, page xvi).

MIT’s projected $124/kWh battery pack price in 2030 — that it deems inevitable on the basis of cobalt/nickel constraints — is obviously well out of tune with the trends on the ground, and doesn’t acknowledge the already existing plural pathways that the industry is pursuing, as discussed above. Colin Mckerracher (head of advanced transport at BNEF) has rightly rebuffed the MIT perspective in a recent tweet:

Conclusion: The rEVolution Continues!
With battery pack prices continuing to improve, by 13% in the past year, and heading towards $100/kWh by 2023 or so, the EV revolution will roll on. As well as improving battery prospects, there are still efficiencies to be found in inverters, motors, aero, tires and wheels, overall weight, and many other areas, all of which have compounding effects on making EVs ever more capable and ever more affordable.

Have you already joined the EV revolution, or are you planning to soon? Please share your thoughts in the comments.
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About the Author

Dr. Maximilian Holland Max is an anthropologist, social theorist and international political economist, trying to ask questions and encourage critical thinking about social and environmental justice, sustainability and the human condition. He has lived and worked in Europe and Asia, and is currently based in Barcelona. Follow Max on twitter @Dr_Maximilian and at MaximilianHolland.com, or contact him via LinkedIn.

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Tesla’s START Program Trains Service Center Techs At Colleges Across The Nation

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Autonomous Vehicles

Published on December 4th, 2019 |

by Kyle Field

Tesla’s START Program Trains Up Service Center Techs At Colleges Across The Nation

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December 4th, 2019 by Kyle Field

The first class of students at the Tesla START program at Miami Dade College in Southern Florida are officially graduating this week after 12 weeks of intense study. The program was designed to give students the unique skills needed to work at one of Tesla’s Service Centers while learning about Tesla’s customer-centric approach to servicing its electric vehicles from the source.

Some of the graduates and staff from the Miami Dade College Tesla START Program. Image courtesy: Miami Dade College

This was just the first class, and it ushers in a new generation of educational curriculum at Miami Dade College (MDC). Moving forward, the program will be run out of MDC’s brand spanking new state-of-the-art Electric Vehicle Training Center.

“With the opening of the new training center, students will be able to compete for opportunities in the growing field of electric vehicle service technicians,” said MDC’s Interim President Dr. Rolando Montoya. “The College continues to provide our students with cutting-edge technology training programs in preparation of today’s competitive global workplace.”

The inauguration of the new Electric Vehicle Training Center at Miami Dade College. Image courtesy: Miami Dade College

At the college, the program is officially named the Career Technical Certificate in Advanced Automotive Service Technology – Tesla Technician Program, but the rest of the world just calls it Tesla START. It is a recognition that not only is the automotive world transitioning to electric vehicles, but that a completely new skillset is needed to speak about the vehicles, assist customers with service needs, and interact with them using cutting edge digital tools.

Coming out of the 12-week program, graduates will have a solid base of service skills that will enable them to become electric vehicle technicians. It is clearly not a masterclass, but it’s a start. On Tesla’s side of things, the company helped build the curriculum for the program as the leading manufacturer and seller of electric vehicles in the country. Tesla also generously provided the training equipment, vehicles, and tools used in the class, which sounds like it would be an entertaining ride by itself.

Because they helped build the curriculum, graduates are primed to jump into a career as a full-time employee at a Tesla Service Center in North America. That’s not a bad jump start into a growing cleantech field if you ask me. For Tesla, it gets a roster of new hires that are not only interested in being hired, but in the industry, and are trained to be effective starting on day 1. That takes a lot of the onboarding off of Tesla’s hands and surely contributes to a higher retention rate for each new hire from the START program.

The Tesla Cybertruck – Image credit: Kyle Field | CleanTechnica

Across the country, more than 200 students have graduated from Tesla START at the 6 colleges offering it since the program launched in 2018. Both figures are likely to continue to climb as Tesla sells more vehicles each year and adds new vehicles to the lineup. In Q1 2020, the Tesla Model Y will drop like a juicy steak into a pen of rabid dogs into the domestic CUV market, followed by the controversial wedge of a truck that is the Cybertruck in late 2021.

Students and schools interested in learning more about the START program can email Tesla about it directly at start@tesla.com.
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Kyle Field I'm a tech geek passionately in search of actionable ways to reduce the negative impact my life has on the planet, save money and reduce stress. Live intentionally, make conscious decisions, love more, act responsibly, play. The more you know, the less you need. TSLA investor.

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Tesla launches ‘dedicated channel’ for Roadster owners, will get their own service advisers

Tesla has been moving away from using service advisers and instead, it has been automating its service appointment through its mobile app. However, we now learn that Roadster owners will have their own “dedicated channel” with their own service advisers. Over the last two years, Tesla significantly increased its production capacity and more than doubled… Continue reading Tesla launches ‘dedicated channel’ for Roadster owners, will get their own service advisers

Watch Tesla’s Autopilot-powered safety features stop for pedestrians in impressive tests

Tesla’s Autopilot-powered safety features, especially its Automatic Emergency Braking (AEB), has shown some impressive results in a new series of crash tests. You can see it save pedestrians at the last second in the video below. As we reported earlier today, Euro NCAP released its latest batch of crash test results, and the Tesla Model… Continue reading Watch Tesla’s Autopilot-powered safety features stop for pedestrians in impressive tests

Ford Still Carries An Extra Burden Compared To Tesla: Dealerships

In a disruptive scenario, the load of a distribution network is not small. This article was born from the post above. It is in a private Facebook group, hence the blurred data that could help identify it. Let’s call this person Little Yoda. He would give the new Ford Mustang Mach-E a go, but the… Continue reading Ford Still Carries An Extra Burden Compared To Tesla: Dealerships

Tesla Cybertruck To Fit Full 4×8 Plywood Sheet With Tailgate Stop

This is a critical metric for pickup truck aficionados. Based on a recent tweet reply from Tesla CEO Elon Musk, the Tesla Cybertruck may have at least one leg up on the Rivian R1T all-electric pickup truck, which aims to be one of the Tesla truck’s most significant rivals. Aside from its arguably funky headlights,… Continue reading Tesla Cybertruck To Fit Full 4×8 Plywood Sheet With Tailgate Stop

Exclusive: Alibaba-backed startup AutoX applies for driver-less test permit in California

(Reuters) – Chinese startup AutoX, backed by e-commerce giant Alibaba, has applied to test self-driving vehicles without an in-car backup driver in California, the first challenger to Alphabet Inc’s autonomous driving venture Waymo to say it has done so. FILE PHOTO: A Waymo autonomous vehicle (formerly the Google self-driving car project) is displayed at the… Continue reading Exclusive: Alibaba-backed startup AutoX applies for driver-less test permit in California